Livermore, CA Holmes St Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

2

Of 10,209 advisors across 5,116 offices

Location

1809 Holmes St

Livermore CA 94550

Advisors at this office

2

Advisors at this office

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Ernest C

Series 63, Series 65

Livermore, CA

Cetera

Ernest Collins is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 11 years of industry experience. His prior roles include positions at Citigroup, Bank of America, and Merrill. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform, with over $256 billion in assets under management and more than 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Cody F

Series 66

Livermore, CA

Cetera

Cody Fawbush is a financial advisor at Cetera with a Series 66 designation and four years of industry experience. His work history includes roles at UNCLE Credit Union, CUSO Financial Services, U.S. Bank, and other financial institutions. Outside of his advisory role, he is involved in the food service industry working part-time at Chick-fil-A. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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